Fiduciary CM

Fiduciary CM Registered Investment Advisor We are a boutique financial and insurance consulting practice, managed by Paul McIntyre.

We are registered with more than one securities firm to meet the needs of clients. For retirement plan and other investment related advisory services, we are registered with NAMCOA®, which is a federally Registered Investment Advisory Firm. As an Advisor of a Registered Investment Advisory firm (“RIA”), we are held to a fiduciary standard of care, which requires us, to put our client’s best intere

st, first when recommending or advising on services or investment products. Paul McIntyre is also licensed as an insurance agent in Oregon, and First Oregon LLC is his insurance agency. He is also registered with MSC-BD, LLC, a FINRA Member broker dealer, that provides merger & acquisition investment banking services.

BIG spike in the dollar post-Fed.  With the Iran story put to bed (for better or worse) as a market catalyst every day, ...
06/17/2026

BIG spike in the dollar post-Fed. With the Iran story put to bed (for better or worse) as a market catalyst every day, looks like the dollar is going to trade on rates, and the market’s pricing for hikes soared today.

After Warsh's first Fed meeting, the market has priced for September about half the probability that rates would stay th...
06/17/2026

After Warsh's first Fed meeting, the market has priced for September about half the probability that rates would stay the same that they had priced yesterday. Anticipation of tighter than expected rates structure likely to be unfriendly to risk assets at these levels.

In a relatively recent paper, Hendrik Bessembinder shows the vast majority of stocks stink, while a handful are responsi...
06/17/2026

In a relatively recent paper, Hendrik Bessembinder shows the vast majority of stocks stink, while a handful are responsible for the market's gains over the past 100 years.
If the way your wealth is managed depends on someone's ability to pick individual stocks, you start with the odds massively against you.

http://dlvr.it/TT4wlv

What's beating the S&P lately?Here are some broad areas of the market out-performing:  International developed, the othe...
06/16/2026

What's beating the S&P lately?
Here are some broad areas of the market out-performing: International developed, the other major US indices, value, but what is really rocking? Momentum factor funds.

With the Iran conflict presumably done, and the market moderating rate hike expectations it seems like the stage is set ...
06/16/2026

With the Iran conflict presumably done, and the market moderating rate hike expectations it seems like the stage is set for a somewhat weaker dollar, which will make international developed equities more interesting as a portfolio diversifier.

Your tech gains are not coming from mega-cap tech, but from everything else in the sector.
06/15/2026

Your tech gains are not coming from mega-cap tech, but from everything else in the sector.

Let's see if the end to the Iran conflict that the market is swiftly pricing helps Bitcoin and/or gold, two assets that ...
06/15/2026

Let's see if the end to the Iran conflict that the market is swiftly pricing helps Bitcoin and/or gold, two assets that have massively under-performed the strong equity environment.

06/14/2026

The Post IPO Portfolio:
Passive investors are going to own a lot of tech, and they need to consider how to navigate around that.

All other things equal, a wave of new supply and limited buybacks from mega-tech suggests that you should expect more mo...
06/13/2026

All other things equal, a wave of new supply and limited buybacks from mega-tech suggests that you should expect more modest equity returns going forward.

Since Covid, the stock-bond correlation has turned increasingly positive.  What happened?  Bond yields ended their 40-ye...
06/12/2026

Since Covid, the stock-bond correlation has turned increasingly positive. What happened? Bond yields ended their 40-year downward path. The entire premise of the 60-40 asset allocation thus has to evolve towards different income sources and a different way of thinking about equity exposures.

Address

Lake Oswego, OR
97035

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

Telephone

+15035151313

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